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Polysilicon's main contract rose in a straight line in early trading. There was a correction in the afternoon, and the intraday increase narrowed to 3%. According to the Galaxy Futures analysis, judging from the actual situation, the number of days that downstream companies can use inventory is basically over 30 days, and the inventory level of 2-3 downstream companies is low. There may be a small amount of procurement demand at the end of this month, making it difficult to see actual high-price polysilicon spot transactions in the short term. On September 11, polysilicon companies held another production reduction meeting. Market rumors say that polysilicon production will be limited to 1.05 million tons within the next year, but until the manufacturer's actual production reduction is seen, the plan will not necessarily be priced at the futures level. Currently, “no less than cost sales” is still the manufacturer's consensus. The manufacturer's price is 40-43 yuan/kg. As the industry's anti-domestic demand gradually strengthens, recent monthly contracts may also gradually be repaired. Refer to 36,000-39,000 for the short-term price range.

智通财经·09/14/2026 05:49:02
语音播报
Polysilicon's main contract rose in a straight line in early trading. There was a correction in the afternoon, and the intraday increase narrowed to 3%. According to the Galaxy Futures analysis, judging from the actual situation, the number of days that downstream companies can use inventory is basically over 30 days, and the inventory level of 2-3 downstream companies is low. There may be a small amount of procurement demand at the end of this month, making it difficult to see actual high-price polysilicon spot transactions in the short term. On September 11, polysilicon companies held another production reduction meeting. Market rumors say that polysilicon production will be limited to 1.05 million tons within the next year, but until the manufacturer's actual production reduction is seen, the plan will not necessarily be priced at the futures level. Currently, “no less than cost sales” is still the manufacturer's consensus. The manufacturer's price is 40-43 yuan/kg. As the industry's anti-domestic demand gradually strengthens, recent monthly contracts may also gradually be repaired. Refer to 36,000-39,000 for the short-term price range.